See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,931 | $77,813-32.0% | $123,544-57.2% | $64,186-17.5% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -8.19% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,998 | $3,014+32.6% | $4,628-13.6% | $2,381+67.9% |
| Participant deferral / active EE | $7,658 | $5,240+46.1% | $6,426+19.2% | $3,470+120.7% |
| Admin fee / account holder | $245 | $5,519-95.6% | $9,284-97.4% | $4,888-95.0% |